WS #10242
Amazon's Project Kuiper achieved a major launch milestone with Ariane 6 carrying 36 satellites, the heaviest payload for an Ariane rocket, supporting the space-based internet connectivity theme. Meta's capex ramps to $135B by 2026, double prior guidance, raising concerns about FCF compression and debt loads despite strong ads, questioning the near-term payoff of AI investments.
Amazon Project Kuiper Launch Milestone
Amazon's Project Kuiper achieved a major launch milestone with Ariane 6 carrying 36 satellites, the heaviest payload for an Ariane rocket, supporting the space-based internet connectivity theme.
Meta's capex ramps to $135B by 2026, double prior guidance, raising concerns about FCF compression and debt loads despite strong ads, questioning the near-term payoff of AI investments.